Christensen, King & Associates Investment Services, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 22, 2026), Christensen, King & Associates Investment Services, Inc. reported 106 stock positions worth $234.3 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 13.1% of the portfolio, followed by Schwab US Broad Market ETF (SCHB, 6.9%) and Schwab US Large-Cap Growth (SCHG, 6.1%). Compared with Q3 2025, it opened 4 new positions, sold out of 4, added to 41 and reduced 50. The biggest buy was iShares Global 100 ETF (IOO, shares +5%) and the biggest sale Schwab US Large-Cap ETF (SCHX, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- RICHLAND, WA
- CIK
- 0002032544
- Portfolio Value
- $234.3M (Q4 2025)
- SEC Filing
- 0002032544-26-000001 ↗ filed Jan 22, 2026
Holdings Value
Holdings 106 stocks · $234.3M
| SCHX Schwab US Large-Cap ETF | 13.11% | 1,141,964 | $30.7M | Reduce -2.8% |
| SCHB Schwab US Broad Market ETF | 6.88% | 615,113 | $16.1M | Reduce -0.8% |
| SCHG Schwab US Large-Cap Growth | 6.06% | 435,675 | $14.2M | Reduce -0.8% |
| SCHD Schwab US DVD Equity ETF | 5.83% | 498,082 | $13.7M | Reduce -2.6% |
| SCHZ Schwab US Aggregate Bond ETF | 5.29% | 530,451 | $12.4M | Add +3.8% |
| SCHA Schwab US Small-Cap ETF | 5.07% | 417,570 | $11.9M | Add +0.1% |
| SCHF Schwab Intl Equity ETF | 5.00% | 487,735 | $11.7M | Reduce -1.7% |
| SCHM Schwab US Mid Cap ETF | 4.54% | 353,581 | $10.6M | Add +0.1% |
| SCHV Schwab US Large-Cap Value | 3.57% | 282,804 | $8.4M | Add +0.7% |
| VOO Vanguard S&P 500 ETF | 2.52% | 9,427 | $5.9M | Add +1.0% |
| SCHR Schwab Intermediate-Term US | 2.30% | 214,708 | $5.4M | Add +1.2% |
| IEI iShares 3-7 Year Treasury Bo | 1.92% | 37,713 | $4.5M | Reduce -3.0% |
| SCHO Schwab Short-Term US Treas | 1.81% | 173,690 | $4.2M | Add +7.0% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.76% | 125,973 | $4.1M | Reduce -0.8% |
| SCHP Schwab U.S. Tips ETF | 1.73% | 153,399 | $4.1M | Reduce -5.4% |
| IOO iShares Global 100 ETF | 1.73% | 32,069 | $4.1M | Add +5.5% |
| IEF iShares 7-10 Year Treasury B | 1.55% | 37,891 | $3.6M | Add +0.4% |
| VTI VG Morningstar TS MKT ETF-US | 1.53% | 10,672 | $3.6M | Add +0.8% |
| AAPL Apple Inc. | 1.38% | 11,912 | $3.2M | Reduce -6.0% |
| VGT Vanguard Info Tech ETF | 1.16% | 3,603 | $2.7M | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 1.12% | 4,288 | $2.6M | Reduce -6.9% |
| NVDA Nvidia Corp. | 1.06% | 13,337 | $2.5M | Reduce -6.2% |
| AGG iShares Core U.S. Aggregate | 1.03% | 24,234 | $2.4M | Reduce -1.8% |
| SHY iShares 1-3 Year Treasury Bo | 1.02% | 28,927 | $2.4M | Reduce -0.1% |
| SCHC Schwab Intl Small-Cap Equity | 0.82% | 42,348 | $1.9M | Reduce -3.0% |
| IVV iShares Core S&P 500 ETF | 0.78% | 2,652 | $1.8M | Add +1.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.76% | 22,401 | $1.8M | Add +1.7% |
| TLT iShares 20+ Year Treasury BD | 0.75% | 20,236 | $1.8M | Reduce -0.1% |
| MSFT Microsoft Corp. | 0.72% | 3,509 | $1.7M | Reduce -4.3% |
| VCIT Vanguard Int-Term Corporate | 0.66% | 18,560 | $1.6M | Add +4.6% |
| VIG Vanguard Dividend Apprec ETF | 0.61% | 6,454 | $1.4M | Add +3.7% |
| GLD SPDR Gold Shares | 0.57% | 3,370 | $1.3M | Reduce -0.4% |
| IJR iShares Core S&P Small-Cap E | 0.51% | 10,036 | $1.2M | Add +1.3% |
| LLY Eli Lilly & Co. | 0.51% | 1,115 | $1.2M | Reduce -2.1% |
| IJH iShares Core S&P Midcap ETF | 0.49% | 17,529 | $1.2M | Add +1.4% |
| VHT Vanguard Health Care ETF | 0.46% | 3,742 | $1.1M | Add +0.3% |
| VYM Vanguard High DVD Yield ETF | 0.43% | 7,065 | $1.0M | Add +18.4% |
| AMZN Amazon.com Inc. | 0.42% | 4,247 | $980K | Reduce -2.3% |
| BND Vanguard Total Bond Market | 0.41% | 13,086 | $969K | Add +15.7% |
| TIP iShares Tips Bond ETF | 0.40% | 8,610 | $946K | Reduce -1.1% |
| IJS iShares S&P Small-Cap 600 Va | 0.40% | 8,199 | $932K | Reduce -2.1% |
| VDC Vanguard Consumer Staple ETF | 0.39% | 4,345 | $918K | Reduce -7.3% |
| IJT iShares S&P Small-Cap 600 GR | 0.38% | 6,354 | $897K | Reduce -0.5% |
| PLTR Palantir Technologies Inc. Class A | 0.33% | 4,366 | $776K | Reduce -11.3% |
| SPGM State Street SPDR Portfolio | 0.33% | 10,014 | $768K | Reduce -1.8% |
| VPU Vanguard Utilities ETF | 0.30% | 3,833 | $709K | Add +0.3% |
| SCHH Schwab US REIT ETF | 0.30% | 33,918 | $709K | Reduce -1.3% |
| VT Vanguard Tot World STK ETF | 0.30% | 4,957 | $699K | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 1,378 | $693K | Add +1.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.27% | 8,621 | $634K | Reduce -0.2% |
| VUSB Vanguard Ultra Short Bond Et | 0.27% | 12,625 | $629K | Add +3.1% |
| GME Gamestop Corp. Class A | 0.27% | 31,173 | $626K | Add +0.4% |
| PGX Invesco Preferred ETF | 0.27% | 55,279 | $621K | Add +0.1% |
| SCHI Schwab 5-10 Year Corporate B | 0.24% | 24,668 | $567K | Add +1.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.23% | 1,115 | $544K | Add +8.8% |
| ANGL Vaneck Fallen Angel High YLD | 0.23% | 18,248 | $536K | Reduce -0.7% |
| VCR Vanguard Consumer Discre ETF | 0.22% | 1,305 | $514K | Reduce -1.4% |
| IVW iShares S&P 500 Growth ETF | 0.22% | 4,166 | $513K | Reduce -0.1% |
| BNDX Vanguard Total Intl Bond ETF | 0.21% | 9,946 | $481K | Add +11.2% |
| IWR iShares Russell Mid-Cap ETF | 0.20% | 4,944 | $476K | Reduce -0.9% |
| ABBV Abbvie Inc. | 0.20% | 2,074 | $474K | Reduce -8.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.20% | 1,815 | $468K | Reduce -3.9% |
| PFF iShares Preferred & Income S | 0.20% | 14,968 | $463K | Reduce -0.4% |
| MUNI PIMCO Intermediate Municipal | 0.19% | 8,370 | $439K | No change |
| IAU iShares Gold Trust | 0.18% | 5,337 | $433K | Reduce -2.9% |
| XOM Exxon Mobil Corp. | 0.18% | 3,594 | $433K | Reduce -5.0% |
| COST Costco Wholesale Corp. | 0.18% | 482 | $416K | Reduce -4.0% |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 0.18% | 16,583 | $413K | Reduce -0.7% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.17% | 5,815 | $406K | Add +5.5% |
| GOOGL Alphabet Inc. Class A | 0.17% | 1,266 | $396K | Reduce -5.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.17% | 2,069 | $395K | Add +0.1% |
| IUSV iShares Core S&P U.S. Value | 0.16% | 3,589 | $368K | Add +0.1% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.15% | 8,236 | $352K | Add +5.8% |
| AMD Advanced Micro Devices | 0.15% | 1,624 | $348K | No change |
| MUB iShares National Muni Bond E | 0.15% | 3,218 | $345K | Reduce -4.4% |
| EWC iShares MSCI Canada ETF | 0.14% | 6,252 | $337K | Reduce -0.6% |
| IYH iShares U.S. Healthcare ETF | 0.14% | 5,111 | $333K | No change |
| ABT Abbott Laboratories | 0.14% | 2,644 | $331K | Add +0.0% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.14% | 2,983 | $329K | Add +0.8% |
| ISCB iShares Morningstar SM Cap | 0.13% | 4,775 | $310K | Reduce -16.1% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.13% | 6,248 | $305K | Reduce -7.6% |
| MCD McDonald's Corp. | 0.13% | 969 | $296K | No change |
| TSLA Tesla Inc. | 0.12% | 645 | $290K | No change |
| FXH First Trust Health Care Alph | 0.12% | 2,546 | $290K | No change |
| V Visa Inc. Class A | 0.12% | 824 | $289K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 963 | $285K | Reduce -24.9% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.12% | 5,577 | $285K | Add +0.7% |
| ITW Illinois Tool Works | 0.12% | 1,155 | $284K | No change |
| XLV SS Health Care Select Sector | 0.12% | 1,755 | $272K | Reduce -0.5% |
| IWD iShares Russell 1000 Value E | 0.11% | 1,270 | $267K | Reduce -4.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.11% | 5,198 | $261K | New |
| IEFA iShares Core MSCI Eafe ETF | 0.11% | 2,914 | $261K | Reduce -0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.11% | 372 | $254K | No change |
| VXUS Vanguard Total Intl Stock | 0.11% | 3,305 | $249K | No change |
| IDV iShares International Select | 0.10% | 6,214 | $245K | Add +0.2% |
| WMT Walmart Inc. | 0.10% | 2,145 | $239K | No change |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.09% | 1,676 | $221K | Reduce -0.5% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.09% | 2,548 | $220K | Add +0.9% |
| IXUS iShares Core Intl Stock ETF | 0.09% | 2,510 | $212K | Reduce -1.3% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.09% | 7,798 | $212K | Add +0.4% |
| WSM Williams-Sonoma Inc. | 0.09% | 1,187 | $212K | Reduce -4.3% |
| VWO Vanguard Ftse Emerging Marke | 0.09% | 3,859 | $207K | Add +0.2% |
| IYE iShares U.S. Energy ETF | 0.09% | 4,307 | $205K | New |
| EFA iShares MSCI Eafe ETF | 0.09% | 2,122 | $204K | New |
| CAT Caterpillar Inc. | 0.09% | 350 | $201K | New |
| OTLK Outlook Therapeutics Inc. | 0.02% | 28,327 | $45K | Add +4.1% |
Portfolio Sells Q3 2025 → Q4 2025
| SCHX Schwab US Large-Cap ETF | Reduce -2.8% | 13.11% | −0.18 |
| SCHD Schwab US DVD Equity ETF | Reduce -2.6% | 5.83% | −0.17 |
| HDV iShares Core High Dividend E | Sold out | 0.00% | −0.15 |
| SCHP Schwab U.S. Tips ETF | Reduce -5.4% | 1.73% | −0.14 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.12 |
| MSFT Microsoft Corp. | Reduce -4.3% | 0.72% | −0.09 |
| GBTC Grayscale Bitcoin Trust ETF | Sold out | 0.00% | −0.09 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.09 |
| NVDA Nvidia Corp. | Reduce -6.2% | 1.06% | −0.08 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -3.0% | 1.92% | −0.08 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -6.9% | 1.12% | −0.06 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -0.8% | 1.76% | −0.06 |
| PLTR Palantir Technologies Inc. Class A | Reduce -11.3% | 0.33% | −0.05 |
| VDC Vanguard Consumer Staple ETF | Reduce -7.3% | 0.39% | −0.04 |
| IBM Intl Business Machines Corp. | Reduce -24.9% | 0.12% | −0.03 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -3.0% | 0.82% | −0.03 |
| AGG iShares Core U.S. Aggregate | Reduce -1.8% | 1.03% | −0.03 |
| TLT iShares 20+ Year Treasury BD | Reduce -0.1% | 0.75% | −0.03 |
| ABBV Abbvie Inc. | Reduce -8.8% | 0.20% | −0.02 |
| ISCB iShares Morningstar SM Cap | Reduce -16.1% | 0.13% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -4.0% | 0.18% | −0.02 |
| SCHH Schwab US REIT ETF | Reduce -1.3% | 0.30% | −0.02 |
| WSM Williams-Sonoma Inc. | Reduce -4.3% | 0.09% | −0.01 |
| TIP iShares Tips Bond ETF | Reduce -1.1% | 0.40% | −0.01 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -7.6% | 0.13% | −0.01 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -0.1% | 1.02% | −0.01 |
| MUB iShares National Muni Bond E | Reduce -4.4% | 0.15% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -3.9% | 0.20% | −0.01 |
| PFF iShares Preferred & Income S | Reduce -0.4% | 0.20% | −0.01 |
| ANGL Vaneck Fallen Angel High YLD | Reduce -0.7% | 0.23% | −0.01 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -0.5% | 0.38% | −0.01 |
| VCR Vanguard Consumer Discre ETF | Reduce -1.4% | 0.22% | −0.01 |
| AAPL Apple Inc. | Reduce -6.0% | 1.38% | −0.00 |
| IWR iShares Russell Mid-Cap ETF | Reduce -0.9% | 0.20% | −0.00 |
| SCHJ Schwab 1-5 YR Corp. BND ETF | Reduce -0.7% | 0.18% | −0.00 |
| IWD iShares Russell 1000 Value E | Reduce -4.5% | 0.11% | −0.00 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -2.1% | 0.40% | −0.00 |
| SPGM State Street SPDR Portfolio | Reduce -1.8% | 0.33% | −0.00 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -0.5% | 0.09% | +0.00 |
| IXUS iShares Core Intl Stock ETF | Reduce -1.3% | 0.09% | +0.00 |
| XOM Exxon Mobil Corp. | Reduce -5.0% | 0.18% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.6% | 0.11% | +0.00 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.1% | 0.22% | +0.00 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.2% | 0.27% | +0.01 |
| EWC iShares MSCI Canada ETF | Reduce -0.6% | 0.14% | +0.01 |
| AMZN Amazon.com Inc. | Reduce -2.3% | 0.42% | +0.01 |
| XLV SS Health Care Select Sector | Reduce -0.5% | 0.12% | +0.01 |
| IAU iShares Gold Trust | Reduce -2.9% | 0.18% | +0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -5.6% | 0.17% | +0.03 |
| SCHB Schwab US Broad Market ETF | Reduce -0.8% | 6.88% | +0.04 |
Portfolio Buys Q3 2025 → Q4 2025
| IOO iShares Global 100 ETF | Add +5.5% | 1.73% | +0.17 |
| SCHZ Schwab US Aggregate Bond ETF | Add +3.8% | 5.29% | +0.14 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.11% | +0.11 |
| SCHO Schwab Short-Term US Treas | Add +7.0% | 1.81% | +0.10 |
| IYE iShares U.S. Energy ETF | New | 0.09% | +0.09 |
| EFA iShares MSCI Eafe ETF | New | 0.09% | +0.09 |
| CAT Caterpillar Inc. | New | 0.09% | +0.09 |
| SCHA Schwab US Small-Cap ETF | Add +0.1% | 5.07% | +0.07 |
| VYM Vanguard High DVD Yield ETF | Add +18.4% | 0.43% | +0.07 |
| VOO Vanguard S&P 500 ETF | Add +1.0% | 2.52% | +0.07 |
| SCHV Schwab US Large-Cap Value | Add +0.7% | 3.57% | +0.06 |
| BND Vanguard Total Bond Market | Add +15.7% | 0.41% | +0.05 |
| VHT Vanguard Health Care ETF | Add +0.3% | 0.46% | +0.04 |
| SCHM Schwab US Mid Cap ETF | Add +0.1% | 4.54% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.8% | 1.53% | +0.03 |
| VIG Vanguard Dividend Apprec ETF | Add +3.7% | 0.61% | +0.03 |
| VCIT Vanguard Int-Term Corporate | Add +4.6% | 0.66% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +8.8% | 0.23% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +1.0% | 0.78% | +0.02 |
| BNDX Vanguard Total Intl Bond ETF | Add +11.2% | 0.21% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +1.4% | 0.49% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +1.3% | 0.51% | +0.01 |
| SCHR Schwab Intermediate-Term US | Add +1.2% | 2.30% | +0.01 |
| IDV iShares International Select | Add +0.2% | 0.10% | +0.01 |
| OTLK Outlook Therapeutics Inc. | Add +4.1% | 0.02% | +0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +1.7% | 0.76% | +0.01 |
| VUSB Vanguard Ultra Short Bond Et | Add +3.1% | 0.27% | +0.01 |
| VT Vanguard Tot World STK ETF | Add +0.1% | 0.30% | +0.01 |
| VGT Vanguard Info Tech ETF | Add +0.1% | 1.16% | +0.00 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +5.8% | 0.15% | +0.00 |
| IUSV iShares Core S&P U.S. Value | Add +0.1% | 0.16% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.1% | 0.17% | +0.00 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +0.4% | 0.09% | +0.00 |
| XT Ishar Fture Exp Tech ETF-Usd | Add +5.5% | 0.17% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.5% | 0.30% | +0.00 |
| EFAV iShares MSCI Eafe Min Vol Fa | Add +0.9% | 0.09% | +0.00 |
| NEAR iShares SH Dba ETF Usd Inc. | Add +0.7% | 0.12% | −0.00 |
| SCHI Schwab 5-10 Year Corporate B | Add +1.0% | 0.24% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +0.2% | 0.09% | −0.00 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +0.8% | 0.14% | −0.00 |
| VPU Vanguard Utilities ETF | Add +0.3% | 0.30% | −0.01 |
| IEF iShares 7-10 Year Treasury B | Add +0.4% | 1.55% | −0.01 |
| PGX Invesco Preferred ETF | Add +0.1% | 0.27% | −0.01 |
| ABT Abbott Laboratories | Add +0.0% | 0.14% | −0.01 |
| GME Gamestop Corp. Class A | Add +0.4% | 0.27% | −0.10 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 108 | $251.7M | SCHX, SCHB, SCHD, SCHA, SCHG |
| Q1 2026 | 105 | $233.1M | SCHX, SCHB, SCHD, SCHZ, SCHG |
| Q4 2025 | 106 | $234.3M | SCHX, SCHB, SCHG, SCHD, SCHZ |
| Q3 2025 | 106 | $232.7M | SCHX, SCHB, SCHG, SCHD, SCHZ |
| Q2 2025 | 101 | $218.2M | SCHX, SCHB, SCHD, SCHG, SCHZ |
| Q1 2025 | 97 | $210.8M | SCHX, SCHD, SCHB, SCHG, SCHZ |
| Q4 2024 | 92 | $213.3M | SCHX, SCHB, SCHD, SCHG, SCHZ |
| Q3 2024 | 99 | $212.5M | SCHX, SCHD, SCHB, SCHZ, SCHG |
| Q2 2024 | 93 | $202.7M | SCHX, SCHD, SCHB, SCHG, SCHZ |
| Q1 2024 | 97 | $200.2M | SCHX, SCHD, SCHB, SCHZ, SCHG |